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Home > Institutional Investor > Comprehensive Financial Consultants Institutional, Inc. > Profile

Instuitional Investor - Comprehensive Financial Consultants Institutional, Inc.

Fund Profile
Filing Period:
Fund Name: Comprehensive Financial Consultants Institutional, Inc.
Portfolio Value $215,064,755
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 32,350 $5,502,735 2.55%
2.
Microsoft Corp
 MSFT 14,058 $5,286,370 2.45%
3.
Apple Inc.
 AAPL 26,978 $5,194,240 2.41%
4.
Eaton Corp Plc
 ETN 17,568 $4,230,726 1.96%
5.
Home Depot Inc.
 HD 11,944 $4,139,193 1.92%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)